Customer Service for Accounting - Helprace
Benefits of using Helprace accounting customer service software:
Your accounting customer service can benefit from a more streamlined process
CPA professionals are rarely associated with great customer service skills, but as a people profession, accountants need to be able to reach their customers who are ever so connected in the technical world. Just as you have dedicated accounting software to manage your books, you must also consider software to keep your accounting customer service up to par.
However, support could go beyond the help desk. With such a large number of companies with social media presence, your customers expect to have control over their online experiences. Helprace allows accountants to keep online conversations as effortless as a face-to-face ones. You can maintain your accounting customer service through the feedback widget, community forum or in the form of a private request – with notifications right in your help desk.
People want to be updated, so why not offer it to them? Accounting is a confusing and constantly changing space where laws and regulations change on a whim. Customers will appreciate the additional channels they can use to communicate with you and your information.
Optimize your accounting customer service support structure
Your accounting customer service structure must be clearly defined and that definition must be followed. For example, matters concerning tax returns should immediately be assigned to the appropriate individual and solved immediately before the tax filing deadline.
Something like this may not be entirely possible if you're using email as your help desk, for example. It's difficult to track emails, know which ones are important and which aren't, most importantly - it's hard to understand where everything is located. Lastly, collaborating with your fellow partners, keeping all customers accounted for becomes more and more difficult without dedicated customer service software.
The worst part using email or a bare-bones help desk for your accounting firm is that urgent emails get lost in a seemingly bottomless inbox pit.
Allow for internal agent communication and deliver exceptional accounting customer service
Sometimes you need to collaborate between multiple specialists behind the scenes to provide professionalism to your accounting customer service. With Helprace, you never worry about your level of accounting customer service – it’s our job to ensure everything is in top shape and your clients are satisfied!
Collaboration features such as assigning, triggers, automations, internal notes and private notes can greatly speed up your response rates and quality. Custom tags and views enable agents to keep productivity high and customers happy.
So there you have it: an accounting firm that's projecting a positive public perception through its online channels is bound to be noticed and propagated through its community development. A company that establishes itself as a leader in its physical vicinity will progress to top spots on Google, which is bound to have a very positive impact on its growth.